Creating transmittal forms: W-3 or 1096

1) Click Tax Forms from the menu bar and then select W-3 or1096 from the Transmittal Forms section at the bottom of the list.

2) Select payer/company from the Payer/Company drop-down menu.

3) Select Filing Method from the drop-down menu in the bottom right corner of the form.

4) For form 1096: Select its related 1099 tax box.

Note: Select Paper for a total of all forms you are paper filing for the specific payer selected.

Select E-File for a total of all forms you are e-filing for the specific payer selected (reminder you do not need to e-file a 1096 or W-3 form – these forms are automatically included in the data transmittal).

Select ALL for a total of all filings (both e-file and paper) for the payer selected. This option should only be selected and used for payer records if both paper and e-filing has occurred for the same payer.